Ledger Setup

Click the "Setup" button to change your Ledger settings such as colors, grid lines, font size, and default ledger view.

To change your grid options:

  1. Click the Choose Color buttons to select a color for the rows.
  2. To hide grid lines, clear the "Grid Lines" checkbox.
  3. To use small font, clear the "Large Font" checkbox.
  4. To show the totals for each column, select the "Show Totals" checkbox.

To set the default ledger view:

  1. Select a view from the Default Ledger View drop-down menu.
  2. Click the Save button to save and view your changes.

This setting is per user.

To set the default amount collected: 

Place a check in the Default Amount Collected check-box. This means that when creating a new patient payment, the value in the "Amount Paid" field will equal the patient's balance. (If not set, the value defaults to $0.00.)